Deals & Moves: NewEdge Wealth, LPL, Osaic Poach From Rivals

Published on September 4, 2026

In other M&A news, acquisitive RIAs Wealth Enhancement, Maridea and Summit Wealth add firms ranging from Alaska to Pennsylvania.

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SEC Aims to Rescind Pay-to-Play Rule for Advisors

September 4, 2026
Chair Paul Atkins argued the 2010 rule effectively suppressed political speech by advisors, which one consumer protection advocate called a "lie," saying it curbed corruption.

Blue Owl Plans Creating Publicly Traded Data Center REIT

September 4, 2026
The alternative asset manager expects to seed the REIT with about $6.5 billion of its own data center assets.